Linked by Thom Holwerda on Sun 16th Dec 2012 16:25 UTC
Apple "Starting today, Walmart has dropped prices on both the iPhone 5 and iPhone 4S, with the 16 GB iPhone 5 now on sale for just $127 and the iPhone 4S coming in at $47." I'm sure a 33% price cut right ahead of the holidays is totally normal for a product of which demand outstrips supply. Right?
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The yearning is palpable
by Tony Swash on Mon 17th Dec 2012 17:00 UTC
Tony Swash
Member since:
2009-08-22

The yearning that some people have to see Apple stumble or fail is almost palpable.

Here is some interesting context and comparison.

Apple sold over 5 million iPhone 5 units in the weekend of its launch in the U.S. and 8 other developed markets. An estimated 2 million iPhone 5 units were sold at U.S. carriers in the first 10 days of launch or 1.0% penetration of a post-paid subscriber base of around 200 million. In a shorter time span of just 3 days, Apple sold over 2 million units at China Unicom and China Telecom, a 1.5% penetration of a 130 million 3G subscriber base. This suggests potential for subscriber penetration in China could be similar to that of developed countries despite per capita GDP that is less than 1/5 of the U.S.

As usual if you want to see a data based analysis Horace Dediu at Asymco is your man.

In this post Horace places the announced 2 million iPhone sales in a weekend in context.

http://www.asymco.com/2012/12/17/calibrating-launch-performance-for...

Amongst several interesting points Horace points out that the first weekend sales of the iPhone 5 in China exceed the first weekend sales of the iPhone 4 in it's initial launch countries of US, France, Germany, United Kingdom and Japan.

Reply Score: 2

RE: The yearning is palpable
by unclefester on Tue 18th Dec 2012 07:24 in reply to "The yearning is palpable"
unclefester Member since:
2007-01-13

The yearning that some people have to see Apple stumble or fail is almost palpable.


The Apple share price has already dropped 30%. The market has spoken.

Fact. Apple has less than 15% of the new smartphone market and less than 50% of the new tablet market - and rapidly falling.

Apple sold over 5 million iPhone 5 units in the weekend of its launch in the U.S. and 8 other developed markets. An estimated 2 million iPhone 5 units were sold at U.S. carriers in the first 10 days of launch or 1.0% penetration of a post-paid subscriber base of around 200 million.


The smartphone market has expanded exponentially but the total Apple sales have barely increased.

In a shorter time span of just 3 days, Apple sold over 2 million units at China Unicom and China Telecom, a 1.5% penetration of a 130 million 3G subscriber base. This suggests potential for subscriber penetration in China could be similar to that of developed countries despite per capita GDP that is less than 1/5 of the U.S.


Keep drinking the Kool Aid.

Reply Parent Score: 3

Tony Swash Member since:
2009-08-22

The Apple share price has already dropped 30%. The market has spoken.


The share prices are still way above the price when Steve Jobs died. Apple sales and profits will hit a new record high this quarter and beat everybody else in the game. The market has spoken.

Fact. Apple has less than 15% of the new smartphone market and less than 50% of the new tablet market - and rapidly falling.


Market share is no longer platform share. If people buy cheap crappy phones and tablets which the OEMs make no profit on and which the end users don't use to do anything then who cares, what impact does that have?

All the evidence from multiple sources and using numerous metrics show the same thing. Android is a worse platform than iOS by a very large margin. Metrics like web browsing, developer income, OEM and OS profits, advertising income, digital content sales, educational, government and business adoption rates, web commerce transaction rates, peripherals support, all show Android doing a lot worse than iOS.

A platform is just that, a platform upon which other things stand, and if those other things do not stand on a platform then it is not a successful platform. It seems that in general and for reasons which are not fully understood but which are very well evidenced the average Android user actually uses Android far less as a platform to do things (other than making calls and texting) compared to iOS. Android is a poorly used platform, iOS is a very well used platform. It is also clear that the average iOS user is willing to spend far more on apps and other digital content and more willing to shop online using an iOS device than the average Android user, this makes an average Android user far less important to those seeking to make money on a platform.

It is clear that even though Android (using the usual very broad definition of Android) is significantly outselling iOS the latter is not suffering from any adverse effects. The iOS commercial and value ecosystem is vastly more healthily and much larger than the Android commercial and value ecosystem. Android is not 'winning' because Apple is not 'losing'. It seems that in the mobile device markets you can have a minority market share but still have the most successful platform and the most successful business.

The smartphone market has expanded exponentially but the total Apple sales have barely increased.


Apple devices sales double every year.

Your post is a perfect example of the desperate yearning I was talking about. The desire for Apple to fail is so string it produces an hallucinatory state in which you actually think it is happening.

Reply Parent Score: 1

RE: The yearning is palpable
by nefer on Tue 18th Dec 2012 19:01 in reply to "The yearning is palpable"
nefer Member since:
2012-02-15

Some people just find a reason to take a piss no matter what you do. I for one have stopped caring about this dutch sourpuss a long time ago. I've gone back to creating real value for real people with providing them with qualitative products instead.

This dude will never learn, he's just too damn stubborn in his singlemindedness. He rather believes his own version of the universe rather than live in reality. Let him have his public display of disgust, its his reputation he's pouring down the gutter anyway...

Reply Parent Score: 0